Emerging market corporate debt: A once-in-a-generation opportunity
Now that the great interest rate reset has revitalised fixed income as an asset class, the higher-return potential of emerging market corporate debt is particularly
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A Year of Challenges and Resilience – Review of 2023 and outlook for 2024
Technology: Conviction pays off This time last year, we remained resolute in our conviction in the investment cases for the technology companies we have invested
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The global water crisis: challenges and opportunities
The world’s water supply has fallen by more than 50% over the past 60 years, yet demand is set to grow by up to 30%
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Commentary
Opportunities ahead
Our World Stars Global Equity strategy performed strongly last year despite the geo-political and macro-economic issues, up 30.7% in US dollar terms.  As we summarize
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Commentary
A Year of Challenges and Resilience
As the year 2023 comes to a close, we look back at a year of great challenges but also of great resilience.  Our hearts are
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Commentary
Investment Commentary November 2023
At a time of great political and economic uncertainty and conflict, our responsibility as investors and as fiduciaries of the capital we manage is to
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